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20131202
20131210
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Bloomberg
Dec 8, 2013 8:00pm EST
. people are spending. thatere aeadthrough from , that you switch away from the defensive side of things and play this recovery story through buying cyclical? >> yes. -- global equities, yes, we believe in a cyclical stance. we believe that much of the year in 2014 is likely to be more about cyclicals. in china specifically, there are a number of other risks. we have a neutral view on china and that stems from the fact that there are places that look attractive but also a lack of catalysts. if you look at exports, let's put these in perspective. they beat expectations. consistente really with a tone that we have seen over the last few months, stability rather than acceleration in growth. what the markets are concerned about are the key risks that may come from the policy reform environment. many of the measures from the third plenum are positive. but they do raise some questions on soe's which ought to be part of the index. attractiveat valuation may be a reason to continue holding some chinese equities. what we are struggling to find is a catalyst to drive those up in a big way. the dat
Search Results 0 to 0 of about 1